Improvements still happening in both the brokerage and loan portfolios.
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StockTwits TV 12/15
Here is the show on the Hovde “research piece” on General Growth (GGWPQ). Sorry for the screen brightness, I think I have it foxed for the next show.
Think I have been neglecting to post these…Watch more tonight at 8:30
Hard to argue with a guy like Flatt given his track record
Hard to argue with a guy like Flatt given his track record
This is a very interesting development
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Subs: Another Brilliant Move $$
This holding os making great news top expand their brand with minimal cash outlay..
Sorry this is so late, was up until 2am last night working on draft #1 and one click, gone. Would be safer using driveway chalk in the rain than this stupid wordpress for blog posts. Anyway, here it is ….again…….
The shorts have published their “short General Growth” piece. Let’s look
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Time to Revisit a Post About Panic $$
So General Growth (GGWPQ) at one point today was down over 10% and the emails came flooding in wondering about selling. Let’s go back 6 weeks to this post from 10/28.
The total is now 129 of 166 mall to emerge from Chapter 11 by 12/31.
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Subs: A 10Q Review Looks Good $$
Had some email yesterday about a holding that reported. After looking through the 10Q, things are good
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"Cash for Caulkers"……
Who benefits?
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“Cash for Caulkers”……
Who benefits?
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Finding Out Who Has Been Selling RHI $$
Not Seth Klarman……after that just another news story
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Subs: Adding to a Position $$
Picked up some more of our most recent purchase